đ Overview
The Customer Fields section can be filtered to show only the fields that appear on customer profiles, making it easier to manage what your staff see when they open a customer's record.
đ Viewing Customer Profile Fields
Head to Settings â Customer Fields and click Customer profile to filter the list down to just those fields.
âď¸ Editing Customer Profile Fields
There are two ways to set which fields appear on customer profiles.
Individually, when you create a new field or edit an existing one.
In bulk, by clicking Choose fields.
From here, choose which fields should appear on the customer profile.
đĄ These are the same fields that appear on the customer edit form (Customer Profile â Edit).
â
For how the data in these fields actually gets filled in, see the guide here.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What's the fastest way to update several fields at once?
Click the arrow to see the answer
Click the arrow to see the answer
Use the "Choose fields" bulk option rather than editing each field individually, so you can tick or untick multiple fields for the customer profile in one go.
Can I create a new field from this page?
Click the arrow to see the answer
Click the arrow to see the answer
This page is for choosing which of your existing fields show on the profile. To build a brand new field, use the Add a Field option on the Customer Fields page instead.
â
This is outlined in our relevant support guide here.
Why can't I remove a field from the customer profile?
Click the arrow to see the answer
Click the arrow to see the answer
System Fields behave a little differently. In particular, once a date of birth has been entered for a customer it stays visible on their profile, even with the profile setting turned off.
â
This is outlined in our relevant support guide here.